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Northwest Natural Holding 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Fidelity Blue Chip Growth K6 Fund is the largest fund in the Northwest Natural Holding plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Northwest Natural Holding 401(k) match and balances, from the filing
- Company money in
- about $8,810 per active participant
- $11m in plan year 2024
- Employees saved
- about $13,570 each
- $17m in plan year 2024
- Average balance
- $223,900
- 1,533 people with a balance
- In the plan
- $343m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 1,264 active participants, including anyone who did not contribute. The filing reports dollars, not the match formula; the plan’s summary plan description states the formula.
SourceThe plan’s annual report to the Department of Labor — Form 5500, Schedule H, plan year 2024 · filed by NORTHWEST NATURAL GAS COMPANY as “NORTHWEST NATURAL GAS COMPANY RETIREMENT K SAVINGS PLAN” · EIN 930256722, plan number 008 · search the filings
These are the funds in the Northwest Natural Holding retirement plan whose voting records we can trace, taken from the plan’s own annual filing. The figures show what each one did with shareholder proposals.
SourceThe fund menu is the list of investments in Northwest Natural Holding’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Fidelity Blue Chip Growth K6 Fund listed as “Fidelity Blue Chip Growth K6 Fund” | 7 of 30 | 0 of 13 | — | 96.1% |
| T. Rowe Price Institutional Small-Cap Stock Fund listed as “T. Rowe Price Small-Cap Stock Fund” | 0 of 2 | — | — | 94.2% |
| JPMorgan Equity Income Fund listed as “JPMorgan Equity Income Fund” | — | — | — | 92.6% |
| Fidelity Total Bond K6 Fund listed as “Fidelity Total Bond K6 Fund” | — | — | — | 100% |
| Small Cap Value Fund listed as “American Century Small Cap Value Fund” | 0 of 1 | — | 0 of 1 | 80% |
What this means for you
Most people are in whichever fund their plan made the default, and never look again. The figures above are the part nobody shows you when you pick: not the fee, not last year's return, but what the fund did with the shares your savings paid for.
Vote the full deck for this plan’s fund →
Other employer plans
The largest employer plans on the site, and a few more. Each page shows what the plan’s funds did with the shares its savers paid for.